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Deleting old or unused client agreements
Deleting old or unused client agreements
Updated over 7 months ago

If you’d like to keep your client agreement templates organized and clean, you may want to delete any agreement templates that you no longer or have never used.

In this article, you will learn about:

To start, make sure you have the following:

How can I delete a client agreement?

First, we recommend copying the default text from the default email templates.

  1. Click on the down arrow icon to the right of the agreement and select Delete

    New_DUCA_1-001.png
    New_DUCA_1-002.png



  2. Confirm the action by clicking Ok

    New_DUCA_1-003.png


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